Advisory Services Network’s iShares New York Muni Bond ETF NYF Stock Holding History

Advisory Services Network’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-853	Closed	-$46.1K	–	2926
2023 Q4	$46.1K	Buy	+853	New	+$44.4K	﹤0.01%	2062
2023 Q2	–	Sell	-792	Closed	-$42.4K	–	2901
2023 Q1	$42.4K	Hold	792	–	–	﹤0.01%	2107
2022 Q4	$41.5K	Buy	+792	New	+$40.9K	﹤0.01%	2067
2020 Q1	–	Sell	-2,679	Closed	-$153K	–	3210
2019 Q4	$153K	Buy	+2,679	New	+$153K	0.01%	991

Other funds holding NYF

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Advisory Services Network's NYF Position: Q1 2024 in Review

Advisory Services Network sold out of iShares New York Muni Bond ETF (NYF) in Q1 2024, closing a stake of 853 shares — an estimated $46.1K sold.

Advisory Services Network first reported a position in NYF in Q4 2019 and held it in 4 quarters. The position peaked at $153K in Q4 2019. 139 funds tracked by Wall St. Rank hold NYF as of Q1 2024.

Advisory Services Network reported no remaining iShares New York Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 853 iShares New York Muni Bond ETF shares in Q1 2024, an estimated $46.1K.
Advisory Services Network first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 4 quarters.
Advisory Services Network's iShares New York Muni Bond ETF position peaked at $153K in Q4 2019.
139 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.